Michael Francis Mahoney

Employer firm

Coastal Bridge Advisors CRD 152569

$5.02B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INSURANCE SOLUTIONS AND CREDIT AND CASH MANAGEMENT SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 06/2018
  Morgan Stanley Distribution, Inc.
  New York, NY
• 06/2018 → 12/2018
  Griffin Capital Securities, Llc
  Irvine, CA
• 12/2020 → 01/2021
  Alps Distributors, Inc
  Denver, CO
• 01/2020 → 05/2021
  Byrnes Consulting, Llc
  Kingston, MA
• 01/2019 → 12/2019
  Unemployed
  Forest Hills, NY
• 12/2020 → 05/2021
  Mf Mahoney Consulting, Llc
  Sunset Beach, NC
• 05/2021 → 08/2021
  Peachtree Pc Investors, Llc
  Atlanta, GA
• 01/2025 → Present
  Coastal Bridge Advisors
  Westport, CT
• 08/2021 → 01/2025
  Trinity Point Wealth, Llc
  Milford, CT

Previous Registrations

• 2021-09-24 → 2025-01-28
  Trinitypoint Wealth, Llc
  Milford, CT
  Charlotte, NC
• 2015-11-30 → 2018-06-15
  Morgan Stanley Investment Management Inc.
  New York, NY
• 2008-04-09 → 2014-11-21
  Voya Investment Management Co. Llc
  New York, NY
  Trumbull, CT

Other Businesses

1. Investment & Wealth Institute; Non-investment related; 5916 DTC Parkway, Greenwood, CO 80111; Trade Organization; Committee member; Start date 2013; 2 hrs/per month. 2. MFMahoney Consulting, LLC - non-investment related, zero hours per month 3. Sea Trail Master Association; HOA Finance Committee Member; 295-1 Rice Mill Circle, Sunset Beach, NC; non-investment related, not hours during trading hours. 4. AMERICAN LEGION POST 503; TREASURER; 10277 BEACH DR. SW CAROLINA SHORES, NC 28467; NON-INVESTMENT RELATED; SINCE JULY 2022; 2 HRS/MONTH; 0 HOURS DURING TRADING HOURS; OVERSEE FINANCIAL MANAGEMENT OF SONS OF THE AMERICAN LEGION FINANCES 5. BRUNSWICK COUNTY CHAMBER OF COMMERCE; EXECUTIVE BOARD - TREASURER; 112 PINE ST. SHALLOTTE, NC; SINCE JAN 2025; NON-INVESTMENT RELATED; 2-3 HRS/MONTH; 0 HOURS DURING TRADING HOURS; OVERSEE FINANCIAL DEALINGS OF CHAMBER, SUPPPORT EXEC. DIRECTOR WITH ANNUAL BUDGET PREP

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-24
• S66 Uniform Combined State Law Examination
  2008-02-07
• S63 Uniform Securities Agent State Law Examination
  2004-11-17

Other Names

• Mike Mahoney